Installation Company ERP / CRM


How to Run a Banking Report to PDF

(To access these reports, you will need the correct permissions on your account. If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account.)

  1. Click the Main Menu.
  2. Click ‘Reports’.
  3. To run a Banking Report please find this towards the middle, left-hand side of the page for Retail Reports and the left-hand side for Trade.
  4. Choose the date range you would like the reports to contain.
  5. Press the button to the side with the Adobe PDF symbol within the icon to the left.

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